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Summary
About the Role
About You
- Bachelor's degree preferred or equivalent combination of education and relevant experience.
- 2+ years of experience in a financial services role is a plus.
- SIE & Series 99 or Series 7 licensed or ability to obtain within 12 months.
- Proficiency and experience with Microsoft Office (Word, Excel, Outlook).
- Strong written and verbal communication skills.
- Experience with SQL Server.
- Ability to handle multiple assignments and work under pressure.
- Strong organizational skills with the ability to prioritize tasks.
Benefits
- Work from home flexibility one day a week.
- Opportunity to learn about tax and cost basis reporting in a dynamic environment.
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients. We manage or oversee more than $490 billion in client assets and employ more than 5,300 Associates around the world. And, because nearly 80% of our associates are Baird stockholders, you can trust we all share a personal stake in your success. For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. For more information, please visit https://www.rwbaird.com/bairddifference/.